Predictions
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.99
24.03.22
24.03.22
€1.25
24.03.23
24.03.23
-1.20%
28.03.22
28.03.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Vipshop Holdings Ltd. ADR
Start price
Target price
Perf. (%)
€22.60
26.03.21
26.03.21
€28.00
26.03.22
26.03.22
-62.83%
28.03.22
28.03.22
Could be worthwhile Investment >10% per year
CRRC Corp. Ltd.
Start price
Target price
Perf. (%)
€0.40
10.01.22
10.01.22
€0.65
10.01.25
10.01.25
-8.48%
26.03.22
26.03.22
Strong uniques
Market Leader or Top 3
Future proof or reliable business model
High risks for its business
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.00
25.02.22
25.02.22
€1.25
25.02.23
25.02.23
-1.35%
24.03.22
24.03.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
TAL Education Group ADR
Start price
Target price
Perf. (%)
€2.22
06.03.22
06.03.22
-
06.03.23
06.03.23
19.82%
20.03.22
20.03.22
Risky Investment
New Oriental Education & Technology Group ADR
Start price
Target price
Perf. (%)
€11.00
06.03.22
06.03.22
-
06.03.23
06.03.23
0.00%
20.03.22
20.03.22
Risky Investment
Baozun Inc ADR
Start price
Target price
Perf. (%)
€11.75
05.12.21
05.12.21
€4.00
05.12.22
05.12.22
-40.26%
16.03.22
16.03.22
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
High valuation
SPI Energy Co Ltd ADR
Start price
Target price
Perf. (%)
€3.87
05.12.21
05.12.21
€1.90
05.12.22
05.12.22
-24.28%
16.03.22
16.03.22
Valuable balance sheet
Capable Management
Sustainability is not important
ROE lower than 10% per year
Tencent Holdings Ltd.
Start price
Target price
Perf. (%)
€49.81
27.07.21
27.07.21
-
27.07.22
27.07.22
-21.36%
13.03.22
13.03.22
Qingdao Haier Co., Ltd
Start price
Target price
Perf. (%)
€1.67
12.07.21
12.07.21
-
12.07.22
12.07.22
-25.14%
13.03.22
13.03.22
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€172.60
12.07.21
12.07.21
€200.00
12.07.22
12.07.22
-55.74%
13.03.22
13.03.22
Could be worthwhile Investment >10% per year
Baidu Inc. A ADR
Start price
Target price
Perf. (%)
€132.00
03.01.22
03.01.22
-
03.01.23
03.01.23
-6.36%
08.03.22
08.03.22
Probably not worthwhile Investment
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€37.96
24.02.22
24.02.22
€37.00
24.02.23
24.02.23
16.60%
05.03.22
05.03.22
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€0.99
21.02.22
21.02.22
€1.25
21.02.23
21.02.23
1.31%
25.02.22
25.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Lenovo Group Ltd
Start price
Target price
Perf. (%)
€1.19
23.04.21
23.04.21
€1.25
23.04.22
23.04.22
-16.97%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
AirNet Technology Inc. ADR
Start price
Target price
Perf. (%)
€20.80
20.02.21
20.02.21
-
20.02.22
20.02.22
-75.77%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€148.00
07.09.21
07.09.21
-
07.09.22
07.09.22
-29.59%
20.02.22
20.02.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
New Oriental Education & Technology Group ADR
Start price
Target price
Perf. (%)
€13.10
06.02.22
06.02.22
-
06.02.23
06.02.23
1.53%
20.02.22
20.02.22
Risky Investment
TAL Education Group ADR
Start price
Target price
Perf. (%)
€2.60
06.02.22
06.02.22
-
06.02.23
06.02.23
9.23%
20.02.22
20.02.22
Risky Investment
JinkoSolar Holding Co. Ltd. ADR
Start price
Target price
Perf. (%)
€35.26
07.02.22
07.02.22
€40.00
07.02.23
07.02.23
9.19%
19.02.22
19.02.22
ROE higher than 15% per year
Very valuable balance sheet
EBIT growth > 30% per year expected
Bad culture
Weibo Corp. ADR
Start price
Target price
Perf. (%)
€50.60
16.02.21
16.02.21
€55.00
16.02.22
16.02.22
-44.47%
17.02.22
17.02.22
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group